+87.3%
ALB vs WPM
+523.6%
-436.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.1% |
| 7D | -8.6% | +3.9% | -12.5% | -9.5% |
| 30D | -4.0% | +17.7% | -21.7% | -8.1% |
| 3M | -17.4% | +39.4% | -56.8% | -24.2% |
| 6M | -25.4% | +6.4% | -31.8% | -27.5% |
| YTD | -10.5% | +34.0% | -44.5% | -17.2% |
| 1Y | +75.8% | +50.5% | +25.3% | +58.7% |
| 3Y | -28.5% | +280.3% | -308.8% | -47.1% |
| 5Y | -45.1% | +266.3% | -311.4% | -60.0% |
| 10Y | +87.3% | +550.8% | -463.5% | +33.4% |
| All | +87.3% | +523.6% | -436.3% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling